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I’ve recently opened a Mercer Securities IRA. What are some tools I can use to manage my account?

I’ve IRA manage Mercer my account opened securities tools

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We offer a variety of online account management tools; two of the most useful are FundScan® and Portfolio Evaluator. FundScan helps you explore a wide range of mutual funds in order to find those that best meet your selection criteria and investment objectives. Portfolio Evaluator provides a complete, at-a-glance look at your portfolio holdings. (An additional fee may apply; ask a Mercer Securities representative for details.) In addition to these specialized tools, we also offer extensive investment research, tracking, and index information. You can also manage your account and make trades by phone at 1-866-727-7277. If you’d like assistance with using the website or phone tools, simply dial the same toll-free number to speak with a Mercer Securities representative. FundScan is a registered trademark of Pershing LLC.

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